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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $3,930 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,893 | $56,640-26.0% | $80,977-48.3% | $57,658-27.3% |
| Participation rate | 99.3% | 75.9%+23.4pp | 75.8%+23.5pp | 70.2%+29.0pp |
| Annual return | 20.06% | 19.97%+0.1pp | 17.11%+3.0pp | 5.13%+14.9pp |
| Employer contribution / active EE | $1,014 | $2,085-51.4% | $3,715-72.7% | $1,974-48.6% |
| Participant deferral / active EE | $6,811 | $4,944+37.8% | $5,696+19.6% | $3,061+122.5% |
| Admin fee / account holder | $6 | $87-93.0% | $5,517-99.9% | $95-93.5% |